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Dominion Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
951
Court Place Advisors
Maryland
$439K – – –
LFG
952
LifePlan Financial Group
Ohio
$439K – – –
WIS
953
Wright Investors Service
Connecticut
$438K -$157K -1,962 -27%
GAG
954
GM Advisory Group
New York
$438K +$52.9K +660 +14%
SMFS
955
Squar Milner Financial Services
California
$436K +$40.1K +500 +10%
BIM
956
Baldwin Investment Management
Pennsylvania
$434K – – –
DWM
957
Dakota Wealth Management
Florida
$433K +$427K +5,328 New
PA
958
Parallel Advisors
California
$432K -$28.5K -355 -6%
EGA
959
E&G Advisors
Texas
$432K -$16K -200 -4%
MGIA
960
Moneta Group Investment Advisors
Missouri
$432K +$198K +2,468 +86%
FCFC
961
First Commonwealth Financial Corp
Pennsylvania
$428K – – –
ZIC
962
ZWJ Investment Counsel
Georgia
$426K -$36.6K -456 -8%
TFF
963
The Family Firm
Maryland
$426K -$10.7K -134 -2%
EF
964
Empirical Finance
Pennsylvania
$426K +$54K +673 +15%
VNA
965
Valley National Advisers
Pennsylvania
$425K +$13.6K +170 +3%
FTC
966
Farmers Trust Company
Ohio
$422K -$722 -9 -0.2%
MFG
967
Magnus Financial Group
New York
$422K +$27.9K +348 +7%
PFS
968
Physicians Financial Services
North Carolina
$422K +$79.4K +990 +24%
PWM
969
Peterson Wealth Management
Nevada
$420K -$722 -9 -0.2%
AIC
970
Archer Investment Corporation
Indiana
$419K – – –
BW
971
Bison Wealth
Georgia
$415K +$7.38K +92 +2%
CA
972
Calton & Associates
Florida
$414K +$23.8K +297 +6%
WF
973
Welch & Forbes
Massachusetts
$413K – – –
BFA
974
Beaumont Financial Advisors
Massachusetts
$413K +$56.1K +700 +16%
AWM
975
Absher Wealth Management
North Carolina
$411K -$85.5K -1,066 -17%
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